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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,368 | $97,751+224.7% | $103,447+206.8% | $145,877+117.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 25.43%-7.5pp | 23.92%-6.0pp | 551.28%-533.3pp |
| Employer contribution / active EE | $18,115 | $4,684+286.7% | $4,678+287.2% | $4,663+288.5% |
| Participant deferral / active EE | $13,022 | $6,603+97.2% | $6,624+96.6% | $6,691+94.6% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |